how are onenote pages different? then - ric | ric | home started with onenote 2007.pdf · onenote...
TRANSCRIPT
work
T Gel l ilS slide
1 One Note basics
How are OneNote pages different
This is an example of a normal page of notes You can type anywhere - just click and type For example type
your name here Then try moving it around
L What are all the tabs
OneNote is a place for gathering organizing searching and sharing notes clippings thoughts reference materials and other information All your notes will be visible here - organized by notebooks sections and pages You can create them by clicking Filegt New
Notebooks Sections in the current notebook Pages in the current section Start with one or two Sections let you organize notes by activities topics or Create as many note pages in
ur life Start with a few in each notebook i--~--~--------
Conference trip ~
1
2-ma ll trip Itinerary to Ann e pdates f rom )o n
Air plane filtkets (oo rmaton numoer JSJ321
epalt re - 0 day 825am Arrlal - 40
Re~u r Thursday 9 5am
(onfeTe nce location
Io
Special Unfiled Notes section - for note pages you need to create in a hurry You can drag them elsewhere later
Getting Started with OneNote Page I
2 How can OneNote help me
Something for everyone
OneNote is an idea processor a notebook an information organizer - some even call it an add-on pack for your brain Many people find OneNote indispensible
once they start using it and we hope you do too
OneNote can help if you need to
bull Make sure you dont lose any information that you think is important
bull Organize scraps of information that dont fit well into e-mail calendar or
formal documents
bull Gather and refer back to notes from meetings or lectures
bull Collect research from the Web or other sources and annotate it for yourself
or others
bull Keep track of what you need to do next and not miss anything
bull Work closely with other people on a project sharing notes and files
OneNote will complement your activities in Microsoftreg Office Outlookreg Word and other programs in the Microsoft Office system through several integration features
Capture ideas and gather information
You can quickly capture meeting notes brainstorming notes ideas and thoughts audio from discussions video from interviews diagrams and so on using the keyboard pen or the recording capabilities in OneNote You can also gather clippings from the Web e-mail miscellaneous materials for projects customers and classes files pictures and so on using convenient integration with your Web browser and the Office system
Keep things organized
With One Note all this information stays in one place It is easy to organize it or pile
it together (if thats your preference) and then search and find it again - even words in pictures and audio or video recordings Since OneNote uses the familiar concept of notebooks divided into sections with pages you can get going right away
Be prepared
Having all this information at your fingertips w ill keep you always prepared for the
next meeting for writing a final document or e-mail message for dOing a task for talking to a customer for going on a trip and so on You can flag items in your notebooks as Important or To Do and then quickly gather summaries of information you have flagged this way OneNote is fully customizable so you can adapt it to your work style
A team effort
You can also work with your whole team - in a shared notebook that everybody can edit at the same time and view even while not connected to the network OneNote seamlessly merges the changes each time anyone updates the notebook A shared notebook is a great way to see what information the team has gathered what files and notes are available as sources even what action items remain for the team to work on
Continue to the next pages of this Guide for an overview of basic features you should know about
Getting Started with OneNote Page I
i
3 Take notes of many types
Move your mouse over each note
You can take notes from top to bottom like in a word processor or use the whole page to arrange things as they make sense to you
When you take notes allover the page they end up in separate note
containers that you can move around Try dragging the note containers using the handle at the top of each container Press SHIFT while dragging if you want to merge the containers
You can paste pictures into Its easy to create lists your notes including clip ~ Bulleted lists for random
You can store information in tables
- --- -------- --_ _- bullFood to Quantity
bullbring
Apples 5 middot ioran~~~ middotmiddotmiddotmiddot~-middot--middotmiddot---middotmiddotmiddot-1 ---bull-- bull- -~-
bull Drinks 8
art and digital photos thoughts ~ In many different styles
Even nested outlines
1 Create numbered lists For ink tips on Tablet PC check
2 Use them for step-by-step notes the More Cool Features section after you are done with this one
You can make simple diagrams using the You can copy and paste information Drawing Toolbar (available on the View from the Web or from other programs menu) on your computer
I V Products -10
11
Team Ball Team Bag 100 Leather Lightweight waterproof $4999 Price $4999
Pasted from lthttpwwwcontosQcomgt
Getting Started with OneNote Page J
)
u
4 Gather screen clippings
Capture screenshots of what you see on the Web or in programs that you work with Screen clippings are
especially useful for Web research trip planning online shopping and product comparisons
Try it now
Insert a screen clipping from the Web
1 III PressWindow logo key + S while in any program or browser
2 Select an area of your screen A separate OneNote window will open showing the Unfiled Notes section where the screen clipping is inserted
Unfiled Notes shy- shy
Directions middot 11 t~ j tUM i ~
j t 11 j f~ 1
When you want to insert a screen clipping into the current page instead of the Unfiled Notes section switch to the OneNote window put the cursor where you want the clipping and click Insertgt Screen Clipping or the Clip button on the toolbar
Bi- ~Iip
You can customize options for screen clippings by right-cl icking the OneNote icon in the Windows taskbar
Getting Started with OneNote Page 1
5 How to organize notes
Start with one or two notebooks
You can start with the Work and Personal notebooks that are already created in One Note and modify them as
you like Or you can close these notebooks and create a new notebook Click Filegt Newgt Notebook to open
the New Notebook Wizard Try using one of the notebook templates listed in the wizard
From Template
P Blank
o~ent Notebook
Professional Serjes Notebook
50Jeen t bull Semester
[ r Shared Notebookmiddot Group Project
o-scngtl
Create sections by project or topic
If your activities revolve around a project a topic or a class create a section for each of these items in your
notebook
~ History ltltfyenlath Chemistry lt Philosophy ~
Create sections by person or customer
If you mostly deal with customers patients clients or your direct reports create a section for each of them
Anna ~lt Bob Carlos lt Satomi Fabien S Richard Vun-Feng
Contoso Ltd Fabrikam Inc lt Voodgrove Bank ~
Use the Unfiled Notes section when in doubt
When you dont have time to think about where your notes should go just click Window logo key + N which
immediately launches One Note and creates a new page in the Unfiled Notes section (click the button at the bottom of the Navigation Bar to jump to it later) Its okay if this section gets big You can drag the pages to other sections later or just use search to find them in this section
Change your organization over time
As you use OneNote and create more notes you may wa nt to organize your notes differently
bull If you find yourself creating a lot of pages for a topic try dragging them into a new section
bull If you find yourself creating many sections in one notebook try putting some of them into a separate notebook
bull Make navigation between notes more convenient by creating several notebooks at the top level rather than putting everything inside one notebook
When you need to reorganize your notes you may find it conven ient to expand the Navigation Bar
Gett ing Started with OneNote Page I
6 Search your notes
Onellote can quickly find typed text handwritten notes (if they were written on a Tablet PC) and even text
inside pictures
Try it now Search for the word Contoso
Use the search box in the top right side of the One Note window to type the text you are looking for and then press ENTER or click the Search button You can also press CTRL + F to jump to the search box
J New Page raquo
1 OneNote Basics
I contoso I When the search results appear you can view each search result individually or --_____ _____-J click View List to see a complete list of the pages that contain your search term
Tip Click the red X button when you want to clear the yellow highlighting
Did One Note find the word in the picture of the business card below
Main contact in Contoso Rene Valdes
o conto
FI n IISI555-0llIO 1234 MIpIo Sf Anytown WI 12l5
COhioso
Getting Started with OneNote Page I
1
Use the Task tool bar button and drop-down or Insertgt Outlook
Task Click the drop-down arrow to control the task due date
Conference trip Thmiddot~ rmiddot d-1middot~ JQr~ ~ 1 cio~ Q ~ ~J1
E-mail trip iti nerary to Anne
Today
TQmorrow
This ~ed
tiextWeek
No D2te
7 Work with Outlook
Microsoftreg Office Outlookreg 2003 or 2007 required
Create Outlook tasks from OneNote
In OneNote mark follow up items from meetings or brainstorming notes as
Outlook tasks
Taskmiddot
2
Changes in Outlook and OneNote are synchronized
E-mail t [lP Ih reramiddot to Ame ~5~--------------Jl--__
In Outlook
raquo XTo-Do Bar
Fbrury 2006
SMTWTFS
1 2 3 4 56789IDU
U131415161718 19l1J2122232425
ffij 27 28
Create linked notes for Outlook meetings and Contacts
In Outlook select a meeting or contact in Outlook that you want to take notes
about
~bull _t __
I Hh~ rc LCl t il1
tlttCC~
t keshy
1
Customer Feedback Meeting --------- shy
Monday J1nlJa ~_(l~ 2(11)6 11) ) P~-1---- shy
-130 f1l 3rd ~o)r (onfcr~n~ I
I
bull-------- shy_
Notes
I
4
f poundustom
-- Add Reminder
Mark Complete
D~lete Task
~et Quick Click_
Click the OneNote button with a chain link to create the linked notes Later click the button again to open the created notes in OneNote
Customer Feedbadlt Meeting Tf l qr~d~ 11111- 1~ _ 1 1 -I I to open
TQday
t
March 27 - 31
9
- --1
27 ~10nday
Customer FeedbiKk Meeting R)unl 321
28
Send e-mail messages to OneNote
In Outlook select an e-mail message and send it to OneNote
Reply to All ~ FOI1ard 3 Send IRefei e1LIJ IJ
By default the message goes to the Unfiled Notes section but you can change
that setting in Toolsgt Optionsgt Outlook Integration
E-mail notes directly from OneNote
Read the next page of the Guide to find out about this feature
In Outlook 2007 this button is
also available on the right-click
menu for an item or on the ribbon when you open the item
--
I ~ ~Jshy
MHtlng NJtcs
Getting Started with OneNote Page 1
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
2 How can OneNote help me
Something for everyone
OneNote is an idea processor a notebook an information organizer - some even call it an add-on pack for your brain Many people find OneNote indispensible
once they start using it and we hope you do too
OneNote can help if you need to
bull Make sure you dont lose any information that you think is important
bull Organize scraps of information that dont fit well into e-mail calendar or
formal documents
bull Gather and refer back to notes from meetings or lectures
bull Collect research from the Web or other sources and annotate it for yourself
or others
bull Keep track of what you need to do next and not miss anything
bull Work closely with other people on a project sharing notes and files
OneNote will complement your activities in Microsoftreg Office Outlookreg Word and other programs in the Microsoft Office system through several integration features
Capture ideas and gather information
You can quickly capture meeting notes brainstorming notes ideas and thoughts audio from discussions video from interviews diagrams and so on using the keyboard pen or the recording capabilities in OneNote You can also gather clippings from the Web e-mail miscellaneous materials for projects customers and classes files pictures and so on using convenient integration with your Web browser and the Office system
Keep things organized
With One Note all this information stays in one place It is easy to organize it or pile
it together (if thats your preference) and then search and find it again - even words in pictures and audio or video recordings Since OneNote uses the familiar concept of notebooks divided into sections with pages you can get going right away
Be prepared
Having all this information at your fingertips w ill keep you always prepared for the
next meeting for writing a final document or e-mail message for dOing a task for talking to a customer for going on a trip and so on You can flag items in your notebooks as Important or To Do and then quickly gather summaries of information you have flagged this way OneNote is fully customizable so you can adapt it to your work style
A team effort
You can also work with your whole team - in a shared notebook that everybody can edit at the same time and view even while not connected to the network OneNote seamlessly merges the changes each time anyone updates the notebook A shared notebook is a great way to see what information the team has gathered what files and notes are available as sources even what action items remain for the team to work on
Continue to the next pages of this Guide for an overview of basic features you should know about
Getting Started with OneNote Page I
i
3 Take notes of many types
Move your mouse over each note
You can take notes from top to bottom like in a word processor or use the whole page to arrange things as they make sense to you
When you take notes allover the page they end up in separate note
containers that you can move around Try dragging the note containers using the handle at the top of each container Press SHIFT while dragging if you want to merge the containers
You can paste pictures into Its easy to create lists your notes including clip ~ Bulleted lists for random
You can store information in tables
- --- -------- --_ _- bullFood to Quantity
bullbring
Apples 5 middot ioran~~~ middotmiddotmiddotmiddot~-middot--middotmiddot---middotmiddotmiddot-1 ---bull-- bull- -~-
bull Drinks 8
art and digital photos thoughts ~ In many different styles
Even nested outlines
1 Create numbered lists For ink tips on Tablet PC check
2 Use them for step-by-step notes the More Cool Features section after you are done with this one
You can make simple diagrams using the You can copy and paste information Drawing Toolbar (available on the View from the Web or from other programs menu) on your computer
I V Products -10
11
Team Ball Team Bag 100 Leather Lightweight waterproof $4999 Price $4999
Pasted from lthttpwwwcontosQcomgt
Getting Started with OneNote Page J
)
u
4 Gather screen clippings
Capture screenshots of what you see on the Web or in programs that you work with Screen clippings are
especially useful for Web research trip planning online shopping and product comparisons
Try it now
Insert a screen clipping from the Web
1 III PressWindow logo key + S while in any program or browser
2 Select an area of your screen A separate OneNote window will open showing the Unfiled Notes section where the screen clipping is inserted
Unfiled Notes shy- shy
Directions middot 11 t~ j tUM i ~
j t 11 j f~ 1
When you want to insert a screen clipping into the current page instead of the Unfiled Notes section switch to the OneNote window put the cursor where you want the clipping and click Insertgt Screen Clipping or the Clip button on the toolbar
Bi- ~Iip
You can customize options for screen clippings by right-cl icking the OneNote icon in the Windows taskbar
Getting Started with OneNote Page 1
5 How to organize notes
Start with one or two notebooks
You can start with the Work and Personal notebooks that are already created in One Note and modify them as
you like Or you can close these notebooks and create a new notebook Click Filegt Newgt Notebook to open
the New Notebook Wizard Try using one of the notebook templates listed in the wizard
From Template
P Blank
o~ent Notebook
Professional Serjes Notebook
50Jeen t bull Semester
[ r Shared Notebookmiddot Group Project
o-scngtl
Create sections by project or topic
If your activities revolve around a project a topic or a class create a section for each of these items in your
notebook
~ History ltltfyenlath Chemistry lt Philosophy ~
Create sections by person or customer
If you mostly deal with customers patients clients or your direct reports create a section for each of them
Anna ~lt Bob Carlos lt Satomi Fabien S Richard Vun-Feng
Contoso Ltd Fabrikam Inc lt Voodgrove Bank ~
Use the Unfiled Notes section when in doubt
When you dont have time to think about where your notes should go just click Window logo key + N which
immediately launches One Note and creates a new page in the Unfiled Notes section (click the button at the bottom of the Navigation Bar to jump to it later) Its okay if this section gets big You can drag the pages to other sections later or just use search to find them in this section
Change your organization over time
As you use OneNote and create more notes you may wa nt to organize your notes differently
bull If you find yourself creating a lot of pages for a topic try dragging them into a new section
bull If you find yourself creating many sections in one notebook try putting some of them into a separate notebook
bull Make navigation between notes more convenient by creating several notebooks at the top level rather than putting everything inside one notebook
When you need to reorganize your notes you may find it conven ient to expand the Navigation Bar
Gett ing Started with OneNote Page I
6 Search your notes
Onellote can quickly find typed text handwritten notes (if they were written on a Tablet PC) and even text
inside pictures
Try it now Search for the word Contoso
Use the search box in the top right side of the One Note window to type the text you are looking for and then press ENTER or click the Search button You can also press CTRL + F to jump to the search box
J New Page raquo
1 OneNote Basics
I contoso I When the search results appear you can view each search result individually or --_____ _____-J click View List to see a complete list of the pages that contain your search term
Tip Click the red X button when you want to clear the yellow highlighting
Did One Note find the word in the picture of the business card below
Main contact in Contoso Rene Valdes
o conto
FI n IISI555-0llIO 1234 MIpIo Sf Anytown WI 12l5
COhioso
Getting Started with OneNote Page I
1
Use the Task tool bar button and drop-down or Insertgt Outlook
Task Click the drop-down arrow to control the task due date
Conference trip Thmiddot~ rmiddot d-1middot~ JQr~ ~ 1 cio~ Q ~ ~J1
E-mail trip iti nerary to Anne
Today
TQmorrow
This ~ed
tiextWeek
No D2te
7 Work with Outlook
Microsoftreg Office Outlookreg 2003 or 2007 required
Create Outlook tasks from OneNote
In OneNote mark follow up items from meetings or brainstorming notes as
Outlook tasks
Taskmiddot
2
Changes in Outlook and OneNote are synchronized
E-mail t [lP Ih reramiddot to Ame ~5~--------------Jl--__
In Outlook
raquo XTo-Do Bar
Fbrury 2006
SMTWTFS
1 2 3 4 56789IDU
U131415161718 19l1J2122232425
ffij 27 28
Create linked notes for Outlook meetings and Contacts
In Outlook select a meeting or contact in Outlook that you want to take notes
about
~bull _t __
I Hh~ rc LCl t il1
tlttCC~
t keshy
1
Customer Feedback Meeting --------- shy
Monday J1nlJa ~_(l~ 2(11)6 11) ) P~-1---- shy
-130 f1l 3rd ~o)r (onfcr~n~ I
I
bull-------- shy_
Notes
I
4
f poundustom
-- Add Reminder
Mark Complete
D~lete Task
~et Quick Click_
Click the OneNote button with a chain link to create the linked notes Later click the button again to open the created notes in OneNote
Customer Feedbadlt Meeting Tf l qr~d~ 11111- 1~ _ 1 1 -I I to open
TQday
t
March 27 - 31
9
- --1
27 ~10nday
Customer FeedbiKk Meeting R)unl 321
28
Send e-mail messages to OneNote
In Outlook select an e-mail message and send it to OneNote
Reply to All ~ FOI1ard 3 Send IRefei e1LIJ IJ
By default the message goes to the Unfiled Notes section but you can change
that setting in Toolsgt Optionsgt Outlook Integration
E-mail notes directly from OneNote
Read the next page of the Guide to find out about this feature
In Outlook 2007 this button is
also available on the right-click
menu for an item or on the ribbon when you open the item
--
I ~ ~Jshy
MHtlng NJtcs
Getting Started with OneNote Page 1
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
i
3 Take notes of many types
Move your mouse over each note
You can take notes from top to bottom like in a word processor or use the whole page to arrange things as they make sense to you
When you take notes allover the page they end up in separate note
containers that you can move around Try dragging the note containers using the handle at the top of each container Press SHIFT while dragging if you want to merge the containers
You can paste pictures into Its easy to create lists your notes including clip ~ Bulleted lists for random
You can store information in tables
- --- -------- --_ _- bullFood to Quantity
bullbring
Apples 5 middot ioran~~~ middotmiddotmiddotmiddot~-middot--middotmiddot---middotmiddotmiddot-1 ---bull-- bull- -~-
bull Drinks 8
art and digital photos thoughts ~ In many different styles
Even nested outlines
1 Create numbered lists For ink tips on Tablet PC check
2 Use them for step-by-step notes the More Cool Features section after you are done with this one
You can make simple diagrams using the You can copy and paste information Drawing Toolbar (available on the View from the Web or from other programs menu) on your computer
I V Products -10
11
Team Ball Team Bag 100 Leather Lightweight waterproof $4999 Price $4999
Pasted from lthttpwwwcontosQcomgt
Getting Started with OneNote Page J
)
u
4 Gather screen clippings
Capture screenshots of what you see on the Web or in programs that you work with Screen clippings are
especially useful for Web research trip planning online shopping and product comparisons
Try it now
Insert a screen clipping from the Web
1 III PressWindow logo key + S while in any program or browser
2 Select an area of your screen A separate OneNote window will open showing the Unfiled Notes section where the screen clipping is inserted
Unfiled Notes shy- shy
Directions middot 11 t~ j tUM i ~
j t 11 j f~ 1
When you want to insert a screen clipping into the current page instead of the Unfiled Notes section switch to the OneNote window put the cursor where you want the clipping and click Insertgt Screen Clipping or the Clip button on the toolbar
Bi- ~Iip
You can customize options for screen clippings by right-cl icking the OneNote icon in the Windows taskbar
Getting Started with OneNote Page 1
5 How to organize notes
Start with one or two notebooks
You can start with the Work and Personal notebooks that are already created in One Note and modify them as
you like Or you can close these notebooks and create a new notebook Click Filegt Newgt Notebook to open
the New Notebook Wizard Try using one of the notebook templates listed in the wizard
From Template
P Blank
o~ent Notebook
Professional Serjes Notebook
50Jeen t bull Semester
[ r Shared Notebookmiddot Group Project
o-scngtl
Create sections by project or topic
If your activities revolve around a project a topic or a class create a section for each of these items in your
notebook
~ History ltltfyenlath Chemistry lt Philosophy ~
Create sections by person or customer
If you mostly deal with customers patients clients or your direct reports create a section for each of them
Anna ~lt Bob Carlos lt Satomi Fabien S Richard Vun-Feng
Contoso Ltd Fabrikam Inc lt Voodgrove Bank ~
Use the Unfiled Notes section when in doubt
When you dont have time to think about where your notes should go just click Window logo key + N which
immediately launches One Note and creates a new page in the Unfiled Notes section (click the button at the bottom of the Navigation Bar to jump to it later) Its okay if this section gets big You can drag the pages to other sections later or just use search to find them in this section
Change your organization over time
As you use OneNote and create more notes you may wa nt to organize your notes differently
bull If you find yourself creating a lot of pages for a topic try dragging them into a new section
bull If you find yourself creating many sections in one notebook try putting some of them into a separate notebook
bull Make navigation between notes more convenient by creating several notebooks at the top level rather than putting everything inside one notebook
When you need to reorganize your notes you may find it conven ient to expand the Navigation Bar
Gett ing Started with OneNote Page I
6 Search your notes
Onellote can quickly find typed text handwritten notes (if they were written on a Tablet PC) and even text
inside pictures
Try it now Search for the word Contoso
Use the search box in the top right side of the One Note window to type the text you are looking for and then press ENTER or click the Search button You can also press CTRL + F to jump to the search box
J New Page raquo
1 OneNote Basics
I contoso I When the search results appear you can view each search result individually or --_____ _____-J click View List to see a complete list of the pages that contain your search term
Tip Click the red X button when you want to clear the yellow highlighting
Did One Note find the word in the picture of the business card below
Main contact in Contoso Rene Valdes
o conto
FI n IISI555-0llIO 1234 MIpIo Sf Anytown WI 12l5
COhioso
Getting Started with OneNote Page I
1
Use the Task tool bar button and drop-down or Insertgt Outlook
Task Click the drop-down arrow to control the task due date
Conference trip Thmiddot~ rmiddot d-1middot~ JQr~ ~ 1 cio~ Q ~ ~J1
E-mail trip iti nerary to Anne
Today
TQmorrow
This ~ed
tiextWeek
No D2te
7 Work with Outlook
Microsoftreg Office Outlookreg 2003 or 2007 required
Create Outlook tasks from OneNote
In OneNote mark follow up items from meetings or brainstorming notes as
Outlook tasks
Taskmiddot
2
Changes in Outlook and OneNote are synchronized
E-mail t [lP Ih reramiddot to Ame ~5~--------------Jl--__
In Outlook
raquo XTo-Do Bar
Fbrury 2006
SMTWTFS
1 2 3 4 56789IDU
U131415161718 19l1J2122232425
ffij 27 28
Create linked notes for Outlook meetings and Contacts
In Outlook select a meeting or contact in Outlook that you want to take notes
about
~bull _t __
I Hh~ rc LCl t il1
tlttCC~
t keshy
1
Customer Feedback Meeting --------- shy
Monday J1nlJa ~_(l~ 2(11)6 11) ) P~-1---- shy
-130 f1l 3rd ~o)r (onfcr~n~ I
I
bull-------- shy_
Notes
I
4
f poundustom
-- Add Reminder
Mark Complete
D~lete Task
~et Quick Click_
Click the OneNote button with a chain link to create the linked notes Later click the button again to open the created notes in OneNote
Customer Feedbadlt Meeting Tf l qr~d~ 11111- 1~ _ 1 1 -I I to open
TQday
t
March 27 - 31
9
- --1
27 ~10nday
Customer FeedbiKk Meeting R)unl 321
28
Send e-mail messages to OneNote
In Outlook select an e-mail message and send it to OneNote
Reply to All ~ FOI1ard 3 Send IRefei e1LIJ IJ
By default the message goes to the Unfiled Notes section but you can change
that setting in Toolsgt Optionsgt Outlook Integration
E-mail notes directly from OneNote
Read the next page of the Guide to find out about this feature
In Outlook 2007 this button is
also available on the right-click
menu for an item or on the ribbon when you open the item
--
I ~ ~Jshy
MHtlng NJtcs
Getting Started with OneNote Page 1
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
)
u
4 Gather screen clippings
Capture screenshots of what you see on the Web or in programs that you work with Screen clippings are
especially useful for Web research trip planning online shopping and product comparisons
Try it now
Insert a screen clipping from the Web
1 III PressWindow logo key + S while in any program or browser
2 Select an area of your screen A separate OneNote window will open showing the Unfiled Notes section where the screen clipping is inserted
Unfiled Notes shy- shy
Directions middot 11 t~ j tUM i ~
j t 11 j f~ 1
When you want to insert a screen clipping into the current page instead of the Unfiled Notes section switch to the OneNote window put the cursor where you want the clipping and click Insertgt Screen Clipping or the Clip button on the toolbar
Bi- ~Iip
You can customize options for screen clippings by right-cl icking the OneNote icon in the Windows taskbar
Getting Started with OneNote Page 1
5 How to organize notes
Start with one or two notebooks
You can start with the Work and Personal notebooks that are already created in One Note and modify them as
you like Or you can close these notebooks and create a new notebook Click Filegt Newgt Notebook to open
the New Notebook Wizard Try using one of the notebook templates listed in the wizard
From Template
P Blank
o~ent Notebook
Professional Serjes Notebook
50Jeen t bull Semester
[ r Shared Notebookmiddot Group Project
o-scngtl
Create sections by project or topic
If your activities revolve around a project a topic or a class create a section for each of these items in your
notebook
~ History ltltfyenlath Chemistry lt Philosophy ~
Create sections by person or customer
If you mostly deal with customers patients clients or your direct reports create a section for each of them
Anna ~lt Bob Carlos lt Satomi Fabien S Richard Vun-Feng
Contoso Ltd Fabrikam Inc lt Voodgrove Bank ~
Use the Unfiled Notes section when in doubt
When you dont have time to think about where your notes should go just click Window logo key + N which
immediately launches One Note and creates a new page in the Unfiled Notes section (click the button at the bottom of the Navigation Bar to jump to it later) Its okay if this section gets big You can drag the pages to other sections later or just use search to find them in this section
Change your organization over time
As you use OneNote and create more notes you may wa nt to organize your notes differently
bull If you find yourself creating a lot of pages for a topic try dragging them into a new section
bull If you find yourself creating many sections in one notebook try putting some of them into a separate notebook
bull Make navigation between notes more convenient by creating several notebooks at the top level rather than putting everything inside one notebook
When you need to reorganize your notes you may find it conven ient to expand the Navigation Bar
Gett ing Started with OneNote Page I
6 Search your notes
Onellote can quickly find typed text handwritten notes (if they were written on a Tablet PC) and even text
inside pictures
Try it now Search for the word Contoso
Use the search box in the top right side of the One Note window to type the text you are looking for and then press ENTER or click the Search button You can also press CTRL + F to jump to the search box
J New Page raquo
1 OneNote Basics
I contoso I When the search results appear you can view each search result individually or --_____ _____-J click View List to see a complete list of the pages that contain your search term
Tip Click the red X button when you want to clear the yellow highlighting
Did One Note find the word in the picture of the business card below
Main contact in Contoso Rene Valdes
o conto
FI n IISI555-0llIO 1234 MIpIo Sf Anytown WI 12l5
COhioso
Getting Started with OneNote Page I
1
Use the Task tool bar button and drop-down or Insertgt Outlook
Task Click the drop-down arrow to control the task due date
Conference trip Thmiddot~ rmiddot d-1middot~ JQr~ ~ 1 cio~ Q ~ ~J1
E-mail trip iti nerary to Anne
Today
TQmorrow
This ~ed
tiextWeek
No D2te
7 Work with Outlook
Microsoftreg Office Outlookreg 2003 or 2007 required
Create Outlook tasks from OneNote
In OneNote mark follow up items from meetings or brainstorming notes as
Outlook tasks
Taskmiddot
2
Changes in Outlook and OneNote are synchronized
E-mail t [lP Ih reramiddot to Ame ~5~--------------Jl--__
In Outlook
raquo XTo-Do Bar
Fbrury 2006
SMTWTFS
1 2 3 4 56789IDU
U131415161718 19l1J2122232425
ffij 27 28
Create linked notes for Outlook meetings and Contacts
In Outlook select a meeting or contact in Outlook that you want to take notes
about
~bull _t __
I Hh~ rc LCl t il1
tlttCC~
t keshy
1
Customer Feedback Meeting --------- shy
Monday J1nlJa ~_(l~ 2(11)6 11) ) P~-1---- shy
-130 f1l 3rd ~o)r (onfcr~n~ I
I
bull-------- shy_
Notes
I
4
f poundustom
-- Add Reminder
Mark Complete
D~lete Task
~et Quick Click_
Click the OneNote button with a chain link to create the linked notes Later click the button again to open the created notes in OneNote
Customer Feedbadlt Meeting Tf l qr~d~ 11111- 1~ _ 1 1 -I I to open
TQday
t
March 27 - 31
9
- --1
27 ~10nday
Customer FeedbiKk Meeting R)unl 321
28
Send e-mail messages to OneNote
In Outlook select an e-mail message and send it to OneNote
Reply to All ~ FOI1ard 3 Send IRefei e1LIJ IJ
By default the message goes to the Unfiled Notes section but you can change
that setting in Toolsgt Optionsgt Outlook Integration
E-mail notes directly from OneNote
Read the next page of the Guide to find out about this feature
In Outlook 2007 this button is
also available on the right-click
menu for an item or on the ribbon when you open the item
--
I ~ ~Jshy
MHtlng NJtcs
Getting Started with OneNote Page 1
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
5 How to organize notes
Start with one or two notebooks
You can start with the Work and Personal notebooks that are already created in One Note and modify them as
you like Or you can close these notebooks and create a new notebook Click Filegt Newgt Notebook to open
the New Notebook Wizard Try using one of the notebook templates listed in the wizard
From Template
P Blank
o~ent Notebook
Professional Serjes Notebook
50Jeen t bull Semester
[ r Shared Notebookmiddot Group Project
o-scngtl
Create sections by project or topic
If your activities revolve around a project a topic or a class create a section for each of these items in your
notebook
~ History ltltfyenlath Chemistry lt Philosophy ~
Create sections by person or customer
If you mostly deal with customers patients clients or your direct reports create a section for each of them
Anna ~lt Bob Carlos lt Satomi Fabien S Richard Vun-Feng
Contoso Ltd Fabrikam Inc lt Voodgrove Bank ~
Use the Unfiled Notes section when in doubt
When you dont have time to think about where your notes should go just click Window logo key + N which
immediately launches One Note and creates a new page in the Unfiled Notes section (click the button at the bottom of the Navigation Bar to jump to it later) Its okay if this section gets big You can drag the pages to other sections later or just use search to find them in this section
Change your organization over time
As you use OneNote and create more notes you may wa nt to organize your notes differently
bull If you find yourself creating a lot of pages for a topic try dragging them into a new section
bull If you find yourself creating many sections in one notebook try putting some of them into a separate notebook
bull Make navigation between notes more convenient by creating several notebooks at the top level rather than putting everything inside one notebook
When you need to reorganize your notes you may find it conven ient to expand the Navigation Bar
Gett ing Started with OneNote Page I
6 Search your notes
Onellote can quickly find typed text handwritten notes (if they were written on a Tablet PC) and even text
inside pictures
Try it now Search for the word Contoso
Use the search box in the top right side of the One Note window to type the text you are looking for and then press ENTER or click the Search button You can also press CTRL + F to jump to the search box
J New Page raquo
1 OneNote Basics
I contoso I When the search results appear you can view each search result individually or --_____ _____-J click View List to see a complete list of the pages that contain your search term
Tip Click the red X button when you want to clear the yellow highlighting
Did One Note find the word in the picture of the business card below
Main contact in Contoso Rene Valdes
o conto
FI n IISI555-0llIO 1234 MIpIo Sf Anytown WI 12l5
COhioso
Getting Started with OneNote Page I
1
Use the Task tool bar button and drop-down or Insertgt Outlook
Task Click the drop-down arrow to control the task due date
Conference trip Thmiddot~ rmiddot d-1middot~ JQr~ ~ 1 cio~ Q ~ ~J1
E-mail trip iti nerary to Anne
Today
TQmorrow
This ~ed
tiextWeek
No D2te
7 Work with Outlook
Microsoftreg Office Outlookreg 2003 or 2007 required
Create Outlook tasks from OneNote
In OneNote mark follow up items from meetings or brainstorming notes as
Outlook tasks
Taskmiddot
2
Changes in Outlook and OneNote are synchronized
E-mail t [lP Ih reramiddot to Ame ~5~--------------Jl--__
In Outlook
raquo XTo-Do Bar
Fbrury 2006
SMTWTFS
1 2 3 4 56789IDU
U131415161718 19l1J2122232425
ffij 27 28
Create linked notes for Outlook meetings and Contacts
In Outlook select a meeting or contact in Outlook that you want to take notes
about
~bull _t __
I Hh~ rc LCl t il1
tlttCC~
t keshy
1
Customer Feedback Meeting --------- shy
Monday J1nlJa ~_(l~ 2(11)6 11) ) P~-1---- shy
-130 f1l 3rd ~o)r (onfcr~n~ I
I
bull-------- shy_
Notes
I
4
f poundustom
-- Add Reminder
Mark Complete
D~lete Task
~et Quick Click_
Click the OneNote button with a chain link to create the linked notes Later click the button again to open the created notes in OneNote
Customer Feedbadlt Meeting Tf l qr~d~ 11111- 1~ _ 1 1 -I I to open
TQday
t
March 27 - 31
9
- --1
27 ~10nday
Customer FeedbiKk Meeting R)unl 321
28
Send e-mail messages to OneNote
In Outlook select an e-mail message and send it to OneNote
Reply to All ~ FOI1ard 3 Send IRefei e1LIJ IJ
By default the message goes to the Unfiled Notes section but you can change
that setting in Toolsgt Optionsgt Outlook Integration
E-mail notes directly from OneNote
Read the next page of the Guide to find out about this feature
In Outlook 2007 this button is
also available on the right-click
menu for an item or on the ribbon when you open the item
--
I ~ ~Jshy
MHtlng NJtcs
Getting Started with OneNote Page 1
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
6 Search your notes
Onellote can quickly find typed text handwritten notes (if they were written on a Tablet PC) and even text
inside pictures
Try it now Search for the word Contoso
Use the search box in the top right side of the One Note window to type the text you are looking for and then press ENTER or click the Search button You can also press CTRL + F to jump to the search box
J New Page raquo
1 OneNote Basics
I contoso I When the search results appear you can view each search result individually or --_____ _____-J click View List to see a complete list of the pages that contain your search term
Tip Click the red X button when you want to clear the yellow highlighting
Did One Note find the word in the picture of the business card below
Main contact in Contoso Rene Valdes
o conto
FI n IISI555-0llIO 1234 MIpIo Sf Anytown WI 12l5
COhioso
Getting Started with OneNote Page I
1
Use the Task tool bar button and drop-down or Insertgt Outlook
Task Click the drop-down arrow to control the task due date
Conference trip Thmiddot~ rmiddot d-1middot~ JQr~ ~ 1 cio~ Q ~ ~J1
E-mail trip iti nerary to Anne
Today
TQmorrow
This ~ed
tiextWeek
No D2te
7 Work with Outlook
Microsoftreg Office Outlookreg 2003 or 2007 required
Create Outlook tasks from OneNote
In OneNote mark follow up items from meetings or brainstorming notes as
Outlook tasks
Taskmiddot
2
Changes in Outlook and OneNote are synchronized
E-mail t [lP Ih reramiddot to Ame ~5~--------------Jl--__
In Outlook
raquo XTo-Do Bar
Fbrury 2006
SMTWTFS
1 2 3 4 56789IDU
U131415161718 19l1J2122232425
ffij 27 28
Create linked notes for Outlook meetings and Contacts
In Outlook select a meeting or contact in Outlook that you want to take notes
about
~bull _t __
I Hh~ rc LCl t il1
tlttCC~
t keshy
1
Customer Feedback Meeting --------- shy
Monday J1nlJa ~_(l~ 2(11)6 11) ) P~-1---- shy
-130 f1l 3rd ~o)r (onfcr~n~ I
I
bull-------- shy_
Notes
I
4
f poundustom
-- Add Reminder
Mark Complete
D~lete Task
~et Quick Click_
Click the OneNote button with a chain link to create the linked notes Later click the button again to open the created notes in OneNote
Customer Feedbadlt Meeting Tf l qr~d~ 11111- 1~ _ 1 1 -I I to open
TQday
t
March 27 - 31
9
- --1
27 ~10nday
Customer FeedbiKk Meeting R)unl 321
28
Send e-mail messages to OneNote
In Outlook select an e-mail message and send it to OneNote
Reply to All ~ FOI1ard 3 Send IRefei e1LIJ IJ
By default the message goes to the Unfiled Notes section but you can change
that setting in Toolsgt Optionsgt Outlook Integration
E-mail notes directly from OneNote
Read the next page of the Guide to find out about this feature
In Outlook 2007 this button is
also available on the right-click
menu for an item or on the ribbon when you open the item
--
I ~ ~Jshy
MHtlng NJtcs
Getting Started with OneNote Page 1
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
1
Use the Task tool bar button and drop-down or Insertgt Outlook
Task Click the drop-down arrow to control the task due date
Conference trip Thmiddot~ rmiddot d-1middot~ JQr~ ~ 1 cio~ Q ~ ~J1
E-mail trip iti nerary to Anne
Today
TQmorrow
This ~ed
tiextWeek
No D2te
7 Work with Outlook
Microsoftreg Office Outlookreg 2003 or 2007 required
Create Outlook tasks from OneNote
In OneNote mark follow up items from meetings or brainstorming notes as
Outlook tasks
Taskmiddot
2
Changes in Outlook and OneNote are synchronized
E-mail t [lP Ih reramiddot to Ame ~5~--------------Jl--__
In Outlook
raquo XTo-Do Bar
Fbrury 2006
SMTWTFS
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ffij 27 28
Create linked notes for Outlook meetings and Contacts
In Outlook select a meeting or contact in Outlook that you want to take notes
about
~bull _t __
I Hh~ rc LCl t il1
tlttCC~
t keshy
1
Customer Feedback Meeting --------- shy
Monday J1nlJa ~_(l~ 2(11)6 11) ) P~-1---- shy
-130 f1l 3rd ~o)r (onfcr~n~ I
I
bull-------- shy_
Notes
I
4
f poundustom
-- Add Reminder
Mark Complete
D~lete Task
~et Quick Click_
Click the OneNote button with a chain link to create the linked notes Later click the button again to open the created notes in OneNote
Customer Feedbadlt Meeting Tf l qr~d~ 11111- 1~ _ 1 1 -I I to open
TQday
t
March 27 - 31
9
- --1
27 ~10nday
Customer FeedbiKk Meeting R)unl 321
28
Send e-mail messages to OneNote
In Outlook select an e-mail message and send it to OneNote
Reply to All ~ FOI1ard 3 Send IRefei e1LIJ IJ
By default the message goes to the Unfiled Notes section but you can change
that setting in Toolsgt Optionsgt Outlook Integration
E-mail notes directly from OneNote
Read the next page of the Guide to find out about this feature
In Outlook 2007 this button is
also available on the right-click
menu for an item or on the ribbon when you open the item
--
I ~ ~Jshy
MHtlng NJtcs
Getting Started with OneNote Page 1
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
8 Send notes to others
E-mail notes even to those who don1t have OneNote
You can send any note page as an e-mail message directly from OneNote For example send your meeting notes to other meeting participants Recipients dont need to have OneNote to view the notes because the notes are placed into the body of the message in HTML format or added as an HTML attachment
Click the E-mail toolbar button or click Filegt E-mail to compose a message (You can click the E-mail button again if you want to cancel composing a message)
Note This feature works best with Outlook 2007 It will also work with most other Windows-based e-mail programs if they properly support the MAPI interface
Publish notes as PDF
Note You can save as a PDF or XPS file only after you install an add-in For more information see Install and use a PDF or XPS add-in
You can save your notes in formats like PDF of XPS for distributing to people who do not have OneNote or posting your notes on a Web page
You can publish selected pagels) or a whole section Click Filegt Publish as PDF or XPS
II middot t 1I bull
_- ---_ -_------- shy
-----shy -_--~ --_ --- shy
c ~--
_ __4 _ __ _
------- shy __ shy _--shy - -shy_shy
- _---- -- --shy~~--
-- shye-t-shy
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
9 Tag important notes
Use Tags to easily find important items buried in your notes To see tags from all notebooks click Viewgt All
Tagged Notes
Tag meeting decisions ideas definitions key points billable hours questions peoples names books to
read etc If you dont have Outlook for task management you can use check-box tags to track tasks
Try it now
1 Put your cursor on the line below
Important decision in a meeting
Find the Tag toolbar button and click the drop-down arrow Or click Insertgt Tag Tag 2
Click Important on the drop-down menu
100
~how All Tagged Notes
~ustomi2e My Tags
To Do Ctrl+1
Important Ctrl+2
Question Ctrl+3
Remember For later Ctrl+4
3 On the same drop-down menu click Show All Tagged Notes You will see the tagged note in the list
in addition to tags from other notebooks Click on any tag in the roll-up to jump to the note
Tip If you want to limit the tags summary to part of your notes or just see notes you have tagged recently choose a different Search setting at the bottom of the Tags Summary task pane
Search
IThis page group
This page group Selected pages This Sec on This Section Group This Secbon Group and its Sub Secbon Gmups TIlis IJotebooK ~I1 Notebooks Todavs notes
fh~~~g~RRti Las t eeks notes Older notes
Customize your tags
You can customize your tags however you want using Customize My Tags at the bottom of the drop-down
menu If you use OneNote at work you can create tags that match your occupation Similarly students can use tags that are keyed to specific academic tasks
Sample set of tags for students
Getting Started with OneNote Page 1
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
lt gt
10 Use shared notebooks
Better than a document on a file share or shared drive
With a shared notebook
bull Multiple people can edit it at the same time
bull Changes are merged automatically
bull Notebook is available offline for each person
Keep your team on the same page
You can use a shared notebook for notes about a team project so that everyone can work on it at once like in a wiki - only better Shared notebooks are great for storing
bull Meeting notes bull Project vision and brainstorming ideas
bull Any supporting materials collected by group members
bull List of team work items that people can mark off (If you manage your work items in Microsoftreg Office Project you can drag the project file onto a OneNote page as an attachment)
bull Informal draft of the project report where people can add comments Later you can send it to Microsoftreg Office Word (Filegt Send To)
A notebook can be shared simply by storing it in a shared location such as a shared folder on your own computer a file share on a server or SharePoint site (Microsoftreg Windowsreg SharePointreg Services 20 or 30) One Note will guide you through setting up a proper location if you use the Share menu or the shared notebook option in the New Notebook Wizard
2hare t 10015 Table Window Help
~reate Shared Notebook
aend Shared Notebo)k Link to Othel$
~op Sharll~ ot--book
toive Sharing Session
~xplain Choices on this Menu
Best practices for Shared Notebooks
To discover the best ways to use a notebook with a group of people try the Shared Notebook templates when you create a Shared Notebook in the New Notebook Wizard
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
11 Upgrading from OnelJote 20037
What you need to know about the new file format
When you started One Note 2007 your notes were upgraded to the new file format The upgraded copy is
placed in the new One Note Notebooks folder Your My Notebook folder remains untouched
rc~n I ~-~~-~-~d(~-~-~F~-~ -~~-~-d~indi~d~-i-~-~~~-b-~~ii~ki~~~i~-~ bar at th-~~~~f-~-~-~ -- ----
i ihls 5ectlcn as created Ith an ecrller VerSion of One~lote and cannot be eL iled Click t--~re to upgrade i er upgrading -lour note can be opered onl bv Onellote l007
i ii If you dont upgrade
i bull Earlier version notes will be read-only
l bull Some functionality (for example search) is not fully supported for such notes ~-- middotmiddotmiddot- - - -- middot -- ------ - - middot------------middot Tmiddot---middot-~ ----------- ------ --- --------------~------ -- middotmiddot-middot-middotmiddot-middot -middot- -middotmiddotmiddotmiddot-- ------middot--~----middot~~------i
iDont upgrade i If you are sharing One Note 2003 files with other people who do not have OneNote 2007
shared notes i do not upgrade those files
lOneNote 2003 cannot read the new OneNote 2007 format
INoteb~~middotk~-- --1If-~ ned in shyvs- ~-~jd a bulk upgrade be aware that any top-level folders were t~~ ----
folders j notebooks Notebooks are a new feature that allows you to keep sections separate Read
more about them on the first page of this Guide i
i If you have additional folders (now called section groups) we recommend that youiconsider creating new notebooks and drag sections out of these folders into the
i Inotebooks This note structure makes navigation between notes more convenient
iTip Expand the notebook Navigation Bar while you are reorganizing your note structure-__ ______ __l-__ ____ _ __ ___ __ _ ___ _ ______ ___ _ __________________
New features in OneNote 2007
bull Multiple notebooks bull File attachments on pages
bull Multiple computer support bull Recognition of text in pictures
bull Shared notebooks bull Tables
bull Notebook synchronization and merging bull Drawing tools
bull Outlook integration bull Lasso Select o Outlook task synchronization bull Calculator o Notes linked to Outlook items
bull Faster search o Send Outlook e-mails to OneNote
bull Audio search bull Send Web pages to One Note bull Full page view bull Hyperlinks between notes bull OneNote Mobile for mobile devices bull Insert files as printouts bull Programmability importexport APls bull Notebook templates
To find out how to use these features flip through the page tabs in this section and the More Cool Features section in this Guide notebook
W OneNote Getting Started with OneNote l More Cool Features -_
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I
12 More resources
Visit the OneNote Site on Microsoft Office Online
Our site is continuously updated with new articles and Help topics based on feedback from customers like
you If you tell us a help topic needs improvement we try to fix it so that everyone gets a better experience
On Office Online you can find a variety of OneNote resources to help you
bull More in-depth Getting Started information
bull How-to articles and videos training courses and quizzes
bull Downloadable notebook section and page templates for all your activities
bull Discussion groups where expert users can answer your OneNote questions
Muosolt
Office OnHne Click here to visit the OneNote site on Office Online
Also check out the section More Cool Features in this Guide notebook (just click the section tab to open it) There you will find more ways to get the most out of your note taking
OneNote Getting Started with OneNote More (001 Features
Microsoftreg Office OneNotereg 2007 Guide Notebook
Copyright copy 2006 Microsoft Corporation All rights reserved
The example companies organizations products domain names e-mail addresses logos people places and events depicted herein are fictitious No association with any real company organization product domain name email address logo person places or events is intended or should be inferred
Getting Started with OneNote Page I